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J.W. Cole Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

J.W. Cole Advisors’s Portfolio NMZ Stock Details NMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-80,007
Closed -$815K – 1232
2025
Q4 		$815K Buy
80,007
+607
+0.8% +$6.4K 0.02% 709
2025
Q3 		$841K Sell
79,400
-1,679
-2% -$17.1K 0.02% 784
2025
Q2 		$841K Sell
81,079
-9,062
-10% -$94K 0.02% 727
2025
Q1 		$983K Buy
+90,141
New +$1,000K 0.03% 544
2020
Q4 		– Sell
-17,700
Closed -$239K – 792
2020
Q3 		$239K Buy
+17,700
New +$239K 0.02% 618

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

J.W. Cole Advisors's NMZ Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2026, closing a stake of 80,007 shares — an estimated $815K sold.

J.W. Cole Advisors first reported a position in NMZ in Q3 2020 and held it in 5 quarters. The position peaked at $983K in Q1 2025. 137 funds tracked by Wall St. Rank hold NMZ as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 80,007 Nuveen Municipal High Income Opportunity Fund shares in Q1 2026, an estimated $815K.
  • J.W. Cole Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2020 and held it in 5 quarters.
  • J.W. Cole Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $983K in Q1 2025.
  • 137 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.